📖
OffshoreSMS Docs
  • 📚OffshoreSMS - Official Docs
  • 🤝Introduction
  • 🔑KEY CONCEPTS
    • ⚠️Important Information
      • 🖥️App vs web dashboard
      • 🔄Fleets, Assets and People
      • 👬User accounts & public profiles
  • ⁉️FAQs
    • ❓Troubleshooting
    • 👨‍🔧Adding or removing users to/from your team.
    • Managing administrator's access
    • 🛥️Add or remove crew from your assets
    • 📤Share my SMS with external parties
    • 🛫Exporting/sharing Log Histories
  • ▶️GETTING STARTED
    • Create a free user account and profile
      • 💻Create a free profile from the Web or PC
      • 🥷Create a free profile from the App
    • Set up a new Fleet.
    • Set up a new asset
    • Getting set up on the App
      • 📲Download the app
      • 🥷Create a free profile from the App
      • 🔑Log in as a member
      • Connet to an Asset from the app
    • Using the app
      • Complete the vessel or asset Self Inductions
      • Complete a New Crew Induction
      • View the asset alerts
      • Start using the TRIP feature
      • 📖In-app user guides and support tickets
  • 🏡YOUR FLEET
    • 👥FLEET Team Members
      • Adding new users to your team
      • Removing users from you team
      • 🔑Fleet administrator permissions and notifications
        • Manage other administrator's permissions and access
        • Admin Permissions Matrix
        • Advanced Restricted Admin Permission settings
        • Admin Notification settings
      • 🛥️Adding/removing team members to and from marine assets
      • 📧Fleet Team Messaging
      • 🏷️FLEET Team Member Tags
        • Add and edit the fleet team tags.
        • Assign tags to a user
        • Filter team members by tag
      • 🤗GROUP team members
        • Manage the roles for team members of a GROUP
        • Add and Edit the GROUP team tags
        • Message GROUP team members
    • 🛥️Managing Assets in a Fleet
      • ⛴️Create a new marine asset profile
      • 📂Grouping Assets
        • 🔐Manage admin access to selected groups
      • 🏷️Asset Tags
      • 💲Manage/upgrade subscriptions
      • Delete an asset
    • 📊The Fleet Dashboard
      • Fleet Info & profile
      • Fleet Alerts
      • SMS Health Tracker
      • Asset Activity
      • Fleet activity
      • System and Fleet notices
    • ⚓Fleet Content
      • 🌐Managing the Fleet Library
        • Creating fleet content
        • Revisions, Edits and Version control
        • Changing the Saved order
        • Search, temporarily filter and sort
        • 🏷️Fleet Content Tags
      • 🔁Sharing/Assigning content to assets
    • 🗂️Reporting & Stats
      • 🗂️Creating and Exporting Custom Reports
      • 🔦SMS Audits
    • ⭐Suppliers (Enterprise Feature)
      • Key Information
      • Supplier Organisations
      • Supplier Members
      • Supplier Tags
    • 💵Expense Logs (Enterprise feature)
    • 💲Billing
      • Manage your card details
      • Upgrade or Renew asset subscriptions
      • Enable/Disable auto-renewal
      • View Current and Paid Invoices
      • View your payment history
      • Cancelling a subscription
  • ⛴️ASSET PROFILES
    • ℹ️Important Information
    • 📈Asset Dashboard
      • Asset ToDo (task) Lists
    • ⚙️Information and Settings
      • General Settings and Info
      • Spec sheet
      • Important asset documents
      • Events and Reminders
      • Log Sequences
    • 🧑‍🤝‍🧑Your Team
      • ⛑️Roles, Responsibilities and App Permission settings
      • 📲Assign Asset Roles to your team
      • 🪪Crew Qualifications
      • 📢Management responsibility statements
      • 🛟Drills
        • 🚂Crew Training (Enterprise feature)
      • Crew Inductions
      • Passenger or Visitor Safety Briefings
    • 🛠️Maintenance, Fluids and Inventory
      • 🔧Setting up plant & equipment items
        • Fuel and Other Tanks
        • Plant & Equipment Tags
        • Offline P&E items
      • ⚙️Setting up maintenance schedules
      • View Maintenance History
      • Inventory and Equipment
      • ⚠️Defects and Hazards
        • View the Hazard/Defect register
        • 🆕Create a new Hazard/Defect
        • 👍Update or resolve a Hazard/Defect
      • ☑️Unscheduled Maintenance Checklist
    • 🛟Safety Management System
      • 🏗️Building and managing your SMS content
        • ➡️Outsource the SMS set up
        • ✍️Write your own content.
        • 💡Using OffshoreSMS helper content.
        • 🌏Import content from your fleet library
      • ⚠️Risk Assessments
      • Revisions, Edits and Version control
      • Sharing your SMS with external parties, or printing your SMS.
      • Generate a PDF of individual SMS content items
      • Clone your SMS to other assets in your fleet
    • 🚦Trips, Start ups etc
      • Key Information about Trips
      • Starting a New trip
      • View an active trip
      • Creating a scheduled or upcoming trip (add on feature)
      • Passenger Manifests (add on feature)
        • Public Trip Page
      • View Trip Histories
      • Startup and Shutdown checklists
      • Trip Custom Fields
      • Trip Settings
    • ✍️Custom Forms
      • Key Features and functions
      • Create and Edit a custom form
      • Manage the form Settings
      • Complete a custom form on a web browser
      • Share access to a custom form.
      • Delete a Custom Form
    • Log Histories
    • 📖Operations Manual (Add on feature)
  • General
    • 🧑‍🎓App Tutorials
    • 📭Previous Newsletters
      • December 2023 Updates
      • 2023 MO504 Updates
      • May 2023 Updates
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  1. ASSET PROFILES
  2. Custom Forms

Manage the form Settings

Additional features, functions and settings of the custom logs.

Last updated 4 months ago

From the "Form Settings" in the "Edit" window, users can:

  • Edit the title and description of the form.

  • Prevent restricted admins from editing the form

  • Archive the form.

  • Print the form

  • Clone the form to either:

    • the current asset,

    • another asset in the fleet

    • the fleet library (depending on your permission settings)

  • Allow external parties to complete the form from a web browser. Selecting this check box reveals further options:

    • View "Complete Log" page. This is the same as Complete a custom form on a web browser

    • Copy Link. This copies the web address of the public custom form page to your PC's clipboard, where you can paste into an email or other message to other parties.

    • Reload the Weblink code. This changes the web address to the public custom form page, meaning that anyone who attempts to use the old link will not be able to access the form.

    • Restrict web access to crew only (only users with an OffshoreSMS profile and access to the asset).

    • Display the whole form on a single web page (I.E. not step through pages (default))

    • Allow external users to access to the form by scanning the vessel's QR code. The form will appear amongst the other information and options for the vessel when someone scans the QR code with their device. See Information and Settingsfor more information.

  • Add an email address to receive a summary of completed forms.

  • Choose to use the Form Key Identifier Fields. The data in the filed chosen as a key identifier will become the subject line in any email notifications.

  • Prevent users from editing the form in-app.

  • Allow the custom form to activate a new trip in the system whenever it is saved.

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